Kyle Plotts

Examiner
DISC Type : cs

Senior Finance Manager at Confluent

San Francisco Bay Area, United States

Overview

Kyle Plotts is a Senior Finance Manager at Confluent, specializing in forecasting, financial modeling, and SaaS deal structuring. His career includes key finance roles at People. ai, AppDynamics, and ServiceNow, building a strong foundation in FP&A. People who have worked with Kyle describe him as dedicated, hardworking, and a quick learner.

There is no publicly available information about Kyles personal life, hobbies, or interests outside of his professional career. He graduated from California State University, Chico with a degree in Business Administration.

Kyle has unique experience in managing the financial and operational aspects of AWS, a specialized skill for a finance professional.

Personality Overview

Status Quo Seeker

Late Adopter

Process Oriented

They are thorough and always follow a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

SaaS Deal Structuring
Managed the deal desk at AppDynamics, focusing on structuring SaaS deals to optimize profitability and business terms.
Financial Planning
A core function of his roles at Confluent, People. ai, and AppDynamics involved forecasting, reporting, budgeting, and strategic long-term planning.
Cloud FinOps
His background includes the financial and operational management of AWS, blending cloud technology with financial oversight.

Media Appearances

Kyle has no verified media appearances

Work History

3-2021
Senior Finance Manager at Confluent
4-2019 - 12-2020
Senior Manager, FP&A at People.ai
11-2018 - 4-2019
Sr Finance Manager - Deal Desk at AppDynamics
4-2017 - 11-2018
Finance Manager at AppDynamics
1-2016 - 3-2017
Senior Financial Analyst at AppDynamics

Education

2004 - 2008
Business Administration from California State University, Chico
2008 - 2008
BADM 495 from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 15 Location : San Francisco Bay Area, United States Job Level : Middle Designation : Senior Finance Manager at Confluent
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kyle

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kyle take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kyle

Personality Compatibility


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